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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

387 hedge funds and large institutions have $8.08B invested in SPDR Portfolio Long Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 148 increasing their positions, 111 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+53
Holders Change %
+15.87%
% of All Funds
5.67%
Holding in Top 10
35
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+94.44%
% of All Funds
0.51%
New
107
Increased
148
Reduced
111
Closed
53
Calls
$5.59M
Puts
$1.38M
Net Calls
+$4.21M
Net Calls Change
+$5.98M

Top Buyers

1
CWM
1
Congress Wealth Management
Massachusetts
$110M
2
SCM
2
SCS Capital Management
Massachusetts
$103M
3
VFA
3
Voya Financial Advisors
Connecticut
$90.7M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$1.04B
5
State Street
5
State Street
Massachusetts
$1.33B

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
SF
2
Synovus Financial
Georgia
$663K
3
Truist Financial
3
Truist Financial
North Carolina
$8.57M
4
GI
4
Gradient Investments
Minnesota
$149K
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$4.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFP
201
Narus Financial Partners
Utah
$1.11M +$564K +19,422 +103%
FNC
202
First National Corp
Massachusetts
$1.07M +$365K +12,569 +51%
Comerica Bank
203
Comerica Bank
Texas
$1.07M +$255K +8,782 +31%
AG
204
Ascent Group
Virginia
$1.06M +$302K +10,888 +40%
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$1.04M +$137K +4,715 +15%
HAS
206
HBW Advisory Services
California
$1.04M +$205K +7,082 +25%
RW
207
Rede Wealth
Virginia
$1.04M +$1.04M +35,687 New
CSPIA
208
Cary Street Partners Investment Advisory
Virginia
$1.03M +$196K +6,768 +24%
WWG
209
West Wealth Group
California
$996K -$48.6K -1,676 -5%
Prudential Financial
210
Prudential Financial
New Jersey
$936K +$85.9K +2,961 +10%
PA
211
Parallel Advisors
California
$924K -$1.16M -39,918 -56%
CNC
212
Citizens & Northern Corp
Pennsylvania
$923K -$17.7K -611 -2%
WWM
213
Western Wealth Management
Colorado
$911K +$396K +13,634 +77%
TFA
214
Teamwork Financial Advisors
Texas
$887K +$650K +22,414 +275%
SW
215
SteelPeak Wealth
California
$868K +$868K +29,899 New
CST
216
Charles Schwab Trust
Nevada
$863K -$312K -10,737 -27%
PGF
217
Plan Group Financial
Oklahoma
$847K -$388K -13,356 -31%
OMC
218
Old Mission Capital
Illinois
$820K -$2.45M -84,440 -75%
APW
219
Austin Private Wealth
Texas
$815K +$164K +5,646 +25%
LSA
220
Lansing Street Advisors
Pennsylvania
$801K +$801K +27,604 New
SWM
221
SeaCrest Wealth Management
New York
$798K -$231K -8,146 -22%
FPWM
222
FSB Premier Wealth Management
Iowa
$795K +$46K +1,586 +6%
NC
223
Napatree Capital
Rhode Island
$755K +$755K +26,023 New
US Bancorp
224
US Bancorp
Minnesota
$754K +$285K +9,817 +61%
HT
225
Headlands Technologies
Illinois
$744K +$744K +25,653 New
7 8
9
10 11